Ryan Miller

speaker

4,581 appearances 12 recordings 2 series first heard Mar 2026 last heard 10 Aug

Ryan Miller’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 12 in all, peaking in Jul 2026 with 4.

Appearances

newest first · ▶ plays the moment

Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors · Michael Burry's 2026 Portfolio Doesn't Exist: Steal His 3-Step Method Instead · 10 Aug 2026 podcast

He bought CDS, pay a premium, capital loss. matched

He bought puts, pay a premium, capital loss. matched

Nine point two million dollars of premium against a position the media thought was nine hundred and twelve million. matched

That is not timidity. matched

That is the entire reason he survived long enough to be right. matched

So when you build your side of the force seller trade, structure for the same shape. matched

Known survivable downside, asymmetric upside, and critically a payoff that doesn't require you to be right about the macro. matched

Only about the contract. matched

See in private markets, the instrument that carry that shape include structured or preferred equity, where you set senior to comment with a coupon and a liquidation preference, and you participate in the upside. matched

Rescue financing with real covenants and real collateral. matched

Nav lending against diversified seasoned pools with conservative advance rates. matched

Single asset continuation vehicles where you underwrite one company you actually know. matched

Discounted investor LP stakes where you're buying seasoned identifiable assets, not a blind pool, and senior secured positions in the twenty twenty eight maturity stack staged. matched

So you arrive when the paper does. matched

And notice what all of those have in common. matched

In every one, you're being paid to provide liquidity to somebody the calendar has cornered. matched

And in every one you can write down your maximum loss before you even sign. matched

And on sizing, take the discipline from the man himself. matched

Your capital at risk on any single dated bet should be an amount that, if it goes to zero, does not impair the fund. matched

Burry was willing to lose one hundred percent of matched

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